The US will try to ban them, for being too dangerous or for being an IP violation[0] of some companies we've deemed too big to fail.

[0] lmao how ironic

Even without those incentives, the messaging is clear: you don't want your inference to be shut arbitrarily. Export controls are nothing new but a lot of people have underestimated them due to globalization and the general nature of software. This is a good opportunity for entities around the world to get their setup going.